Welcome to our dedicated page for Wex SEC filings (Ticker: WEX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The WEX Inc. (NYSE: WEX) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures, including current reports on Form 8-K and other documents filed with the U.S. Securities and Exchange Commission. These filings offer detail on WEX’s financial results, segment performance, governance changes, and material events affecting the business.
WEX uses Form 8-K to report items such as quarterly financial results, with earnings releases and supplements furnished as exhibits. In these filings, the company presents information for its Mobility, Benefits, and Corporate Payments segments, including revenue, operating income margins, and selected operational metrics. Management also discusses non-GAAP measures, provides reconciliations in referenced exhibits, and outlines factors that influence performance, such as fuel prices and foreign currency rates.
Other 8-K filings address corporate governance matters. For example, WEX has reported the appointment of new directors, the planned retirement of existing directors, changes to the size of the Board of Directors, and the designation of a Vice Chair and Lead Independent Director. These filings describe board determinations regarding director independence and reference standard forms of director and officer indemnification agreements.
Filings also identify WEX’s principal executive offices in Portland, Maine, and provide details on how certain information is treated as “furnished” rather than “filed” under the securities laws. Investors interested in topics such as board composition, leadership transitions, and the company’s approach to financial reporting can review these documents for primary source information.
On Stock Titan, WEX filings are supplemented with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly understand the main themes in earnings releases, governance updates, and other material disclosures, while still allowing access to the full original filings for detailed analysis.
WEX Inc. reported that directors Shikhar Ghosh and Jack VanWoerkom plan to retire from its Board at the 2026 Annual Meeting of Stockholders and will not stand for re-election. The company stated that their decisions were not due to any disagreement over operations, policies, or practices.
Effective at the Annual Meeting, the Board will be reduced from twelve to ten seats, reflecting their departures. The Board has also chosen David Foss to become Vice Chair and Lead Independent Director following Mr. VanWoerkom’s retirement, with additional compensation under the existing non-employee director compensation program.
WEX issued a press release about these changes, which also includes a preview of the general direction of its fourth quarter results, but specific figures are not detailed here.
WEX Inc. director Daniel Callahan reported receiving additional WEX common stock through a deferred equity grant. On 12/31/2025, he acquired 176 shares of common stock, bringing his total beneficial ownership to 10,339 shares, held directly.
The filing explains that this stock is represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan in lieu of the annual cash retainer, and deferred under the Company’s Non-Employee Directors Deferred Compensation Plan. Each restricted stock unit will convert into one share of WEX common stock, payable 200 days after his service on the WEX Board of Directors ends for any reason.
WEX Inc. director equity grant and holdings update
A WEX Inc. director reported receiving 176 shares of common stock on 12/31/2025, recorded as an acquisition under the company’s equity plan. Following this grant, the director beneficially owns 14,719 shares of WEX common stock in total, held directly.
The 176 shares are represented by restricted stock units granted under the Amended and Restated WEX Inc. 2019 Equity and Incentive Plan in lieu of the annual cash retainer. Under the company’s Non-Employee Directors Deferred Compensation Plan, each unit will convert into one share of WEX common stock 200 days after the director’s service on the Board ends for any reason.
WEX Inc. reported an insider stock transaction by its Chief Accounting Officer. On 12/18/2025, the officer sold 494 shares of WEX common stock at a price of $151.4 per share, identified with transaction code “S” for a sale. After this trade, the officer beneficially owned 3,671 shares directly. The sale was carried out under a Rule 10b5-1 trading plan that was adopted on August 28, 2025, indicating the transaction was pre-arranged under that rule’s affirmative defense framework.
A holder of WEX securities has filed a notice of proposed sale under Rule 144. The notice covers 494 common shares, to be sold through Merrill Lynch at 1800 K St NW, Suite 800, Washington, DC 20006, with an aggregate market value of 74771. The shares are listed for sale on the NYSE, with an approximate sale date of 12/18/2025.
The securities to be sold were acquired on 12/16/2025 in a Stock Plan Activity transaction from the issuer, with 494 securities acquired and payment made on the same date. The notice also reports that the issuer had 34288525 shares of this class outstanding.
WEX Inc. chief accounting officer Jennifer Kimball reported the vesting of 1,410 restricted stock units on December 16, 2025, with each unit converting into one share of common stock at an exercise price of $0.
Following this conversion, 1,410 common shares were acquired, and 422 shares were disposed of at $151.05 to cover tax withholding. After these transactions, she directly beneficially owned 4,165 shares of WEX common stock and held 1,411 restricted stock units as derivative securities.
WEX Inc. reported an equity award to its chief people officer, Sandra D. Kuohn. On 12/15/2025, she received 1,987 restricted stock units (RSUs), which are derivative securities that can convert into WEX common stock.
According to the filing, these RSUs vest in stages, with one-third of the shares vesting on each one-year anniversary of the grant date. After this grant, the Form 4 shows beneficial ownership of 1,987 RSUs held directly. The form is filed for one reporting person, reflecting this routine executive equity compensation grant.
WEX Inc. officer Sara Trickett, the company’s Chief Legal Officer, reported insider stock activity tied to restricted stock units. On December 15, 2025, 531 restricted stock units vested and converted into 531 shares of WEX common stock at an exercise price of $0. To satisfy tax withholding, 236 of these shares were disposed of at $153.78 per share. After these Form 4 transactions, Trickett directly beneficially owned 2,137 shares of WEX Inc. common stock.
WEX Inc.'s Chief Technology Officer reported equity compensation activity involving restricted stock units. On December 15, 2025, 5,305 RSUs vested and converted into the same number of common shares at an exercise price of $0. To cover taxes related to this vesting, 2,161 shares were withheld at a price of $153.78 per share. After these transactions, the officer directly owns 7,017 shares of WEX common stock, and the reported RSU award has been fully converted with no remaining derivative balance.
WEX Inc. director reports open-market stock purchase
A director of WEX Inc. (WEX) reported buying 1,000 shares of common stock on 11/13/2025. The transaction was coded as a purchase at a price of $144.25 per share, indicating an open-market acquisition. After this transaction, the director beneficially owned 7,971 shares, held directly. The filing also notes that the form was submitted on behalf of the director by an attorney-in-fact, which is a standard administrative arrangement for reporting insider transactions.